Chong Han Nee

(TEP), (AEPP®)
Associate Director / Wealth Planner
Han Nee is the Associate Director with the Wealth Planning team at ZICO Trust and she brings with her over 10 years of working experience in trust and fiduciary services industry. She undertakes the role in advising clients to establish appropriate onshore and onshore structures for the purpose of wealth protection and succession planning.
EXPERIENCE

Han Nee has over 10 years of experience in the trust and fiduciary services industry. She has worked with many private clients in establishing and managing private trusts, from basic to complex structures. Over the years, she has accumulated knowledge and practical experience in trust administration, trust restructuring and succession planning.

CAREER

Han Nee began her career as a Trust Officer, overseeing an extensive portfolio of ultra-high net worth clients across multiple jurisdictions. She has worked with well-established bank-owned trust companies in handling trust administration for private clients. Prior to joining ZICO Trust, she works with an independent trust company as a Trust Manager.

QUALIFICATIONS
  • Associate Estate Planning Practitioner (AEPP®)
  • Registered Trust and Estate Practitioner (TEP) with a Diploma in International Trust Management from the Society of Trust and Estate Practitioners (STEP)
  • Bachelor’s Degree in Banking & Financial Services
 
PRACTICE FOCUS
  • Corporate Trust
  • Estate Planning and Administration
  • Family Office
  • Private Trust
LANGUAGE
  • English
  • Mandarin
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